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Bellevue Asset Management’s Zscaler ZS Stock Holding History

Bellevue Asset Management’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-23
Closed -$3K – 664
2020
Q3 		$3K Sell
23
-68
-75% -$8.83K ﹤0.01% 510
2020
Q2 		$3K Hold
91
– – ﹤0.01% 508
2020
Q1 		$6K Buy
91
+44
+94% +$2.42K 0.01% 379
2019
Q4 		$2K Buy
+47
New +$2.18K ﹤0.01% 466

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Bellevue Asset Management's ZS Position: Q4 2020 in Review

Bellevue Asset Management sold out of Zscaler (ZS) in Q4 2020, closing a stake of 23 shares — an estimated $3K sold.

Bellevue Asset Management first reported a position in ZS in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q1 2020. 517 funds tracked by Wall St. Rank hold ZS as of Q4 2020.

  • Bellevue Asset Management reported no remaining Zscaler position as of Q4 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 23 Zscaler shares in Q4 2020, an estimated $3K.
  • Bellevue Asset Management first reported a position in Zscaler in Q4 2019 and held it in 4 quarters.
  • Bellevue Asset Management's Zscaler position peaked at $6K in Q1 2020.
  • 517 funds tracked by Wall St. Rank held Zscaler as of Q4 2020.

Based on Bellevue Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.